Guaranteed Insurance Solutions™

Slides:

Advertisements

Similar presentations

Training Guide. `

Advertisements

De-Taxification Legacy Maximization Estate Plan This presentation is for educational and informational purposes only. The information being presented.

Make clients the beneficiary of their own life insurance policy

CONTROL FLEXIBILITY GUARANTEED INCOME PEACE OF MIND SECURITY LEGACY Income Protection Option (IPO)

LEGACY ASSETS and WEALTH TRANSFER SALES IDEAS. QUESTION: If I can show you how to leave a greater inheritance, income tax free and you still control the.

Annuities Notice: This training material, including all handouts, video, written documentation and verbally--provided training, are considered confidential.

By Robin C. Mueller, LUTCF Understanding Opportunities for Financial Advising in the Multiline Environment Disclaimer The following disclaimer statement.

Lincoln Financial MoneyGuard Reserve

The 3 P’s Mike Wernli VP of Sales Tribute Direct.

What Do You Need from Financial Planning Software?

Long-Term Care Notice: This training material, including all handouts, video, written documentation and verbally--provided training, are considered confidential.

For financial professional information only. Not for distribution to the public. Business Owner Gap Analysis The Principal ® to the Rescue.

Calculators Used to Justify the Sale. 2 For Internal Use Only From Prospect to Client  Whenever a prospect becomes a client by making a buying decision,

Intro to a Career in Financial Services North Shore Community College Economics Club Ami Howes Managing Associate, Financial Advisor Strategic Financial.

Entrepreneurship in Finance. Benefits of Financial Services Career Independence Flexibility Unlimited Income Potential Rewarded for results and hard work.

Protect Your Retirement. Three Phases of your Financial Life Phase One Accumulation Accumulation Phase Two Protection Phase Three Phase Three Distribution.

Retirement Road Map Presented By: How Much Do I Need To Retire? Metropolitan Life Insurance Company, New York, NY 10166L [exp0310][All States][DC,GU,MP,PR,VI]

“Long Term Care: the untapped opportunity” Larry A. Gilbert CLU, ChFC, CASL, CLTC Regional Sales Manager—Long Term Care New York Life Insurance Company.

Retirement Security and the Affluent Walter H. Zultowski, Ph.D. WZ Research + Consulting, LLC RIIA Webinar January 19, 2011.

WHO WE ARE ? ACCESS is an independent financial services brokerage firm for Main Street America. “We started a company with a thirst for independence.

Independent Thinking for Independent Advisors Make the MOST of your business with Manulife. Audience: Advisors Topic: Introducing MOST including why cross-sell.

©2015 Lincoln National Corporation LCN TRACKING ADVISOR SENTIMENT ON WEALTH PROTECTION Survey Results, Wave 1 – 4Q 2014 Market Research and.

Long Term Care Insurance Averts Financial Crisis While Creating TAX FREE Cash Flow.

Presented by: Jason E. Lea, CFP ®. 14.4% (.144) 73.3% (.733) 87.6 % % Red Sox Team World Series Batting Average David Ortiz World Series Batting.

Financial Literacy Final Exam Review. Who pays for health insurance under Obama’s plan?

Building Your Business Notice: This training material, including all handouts, video, written documentation and verbally--provided training, are considered.

For Producer Use Only. Not for Public Distribution. Live Better, Leave More SM Improve your clients’ retirement outlook today & enhance their wealth transfer.

Careers in Retail Management Kristi Crum – Speedway SuperAmerica.

PERSONAL INVESTMENTS HELPING YOUR CLIENTS REACH THEIR GOALS.

FINANCIAL experts INDUSTRY Some of our clients. Financial translation has become a necessary service, not just within the financial industry but also.

For Producer Use Only. Not to be Used with Existing or Prospective Customers. A3RB E2 Field Office Personalization Here Multigenerational Legacy.

Retirement Discovery. An aging population The importance of the retirement market  Account consolidation  Change in client psychology  Shift away.

For Financial Professionals only. Not for use with the general public. Income Planning Using FIA’s for Safe Money Case Study - Income Protection How PCN.

VITALITY.CO.UK New to Health Market – why us? Technical Marketing For internal use only.

INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title.

Executive Bonus A plan to help recruit, retain and reward key employees GenAmerica Financial 700 Market Street St. Louis, MO

For Financial Professional/Training Use Only – Not for distribution to the general public. Selling LTC Insurance in a Down Economy JimZuelsdorf.

Insurance Protection Lifecycle Age Over our life time there are certain periods we can easily identify and plan for…Retirement.

What’s in it for ME?. The Market: Baby Boomers What’s in it for ME?

Case study  Non-Registered account Name April XX, 2016.

Retirement Protection Insurance Four part case study that uses alternatives to using traditional long term care FP 1019.

For advisor use only. Not for use in sales situations. IDI sales opportunities with business owners [Presenter Name] [Presenter Title] [Presenter Company]

Disability Insurance – 101 Protecting your Paycheck Issue Ages 30 – 60 FHC - Carriers Ameritas Life Principal Financial Group Standard Life.

By introducing Financial Spectrum Pro To your practice Tip the Scales in Your Favor.

For internal and producer information only. Not for use in sales situations. Principal Income Annuity.

HIGHLY CONFIDENTIAL – DO NOT COPY. All the information contained herein is confidential and proprietary and belongs solely to AIG. The unauthorized use,

NEW RULES OF SAVING WORKBOOK Presented by:. Workshop Goals: Know Your Risks! _____ Risk The risk in how you save _____ Risk The risk in how your funds.

FACT FINDING Chad Owen. CONCEPT-PROBLEM-SOLUTION Foundation to Controlling the Sales Process Anthony Owen.

The Products & Carriers You Loved in 2016

The Search for Asset Efficiency: How to Identify an Annuity Sale

Grow your business webinar – illustrate the power of annuities in retirement planning May 2017.

Can Cyber Insurance Stand in the Data Breach

Protection your clients never knew they always wanted

<presenter name>, <presenter job title>

Which IUL for my client? Read Slide

DPL Financial partners

FHC STUDY GROUP APRIL 2015.

Having a Plan for 2014 Sales Ideas

Partner With SRS to Grow Your Business

ASSESS ANALYZE ADVISE Care & Diligence Prudence Loyalty

Insurance | Financial Planning | Retirement | Investments | Wealth

BUSINESS HIGH SCHOOL-ENTREPRENEURSHIP

Joint Whole Life Affordable (cost 25%/35% less)

Retirement Time Horizon

Financial Statements.

Life to Legacy Cash Value Account Grows like equity in a house

PROTECTING YOUR BUSINESS

The investor life cycle illustrated

Presentation transcript:

Guaranteed Insurance Solutions™ “Analyze” Client Needs Best Interest Standards Guaranteed Insurance Solutions™

Financial Information Guaranteed Insurance Gap GIG™ ANALYZE NEEDS Financial Information Retirement Income Plan Anticipate Retirement Expenses Market Exposure Protected Assets LTC Plan Legacy Plan Beneficiary Needs Guaranteed Insurance Gap GIG™

SALES OPPORTUNITIES Uncovers GIG™ Guides Client to Solution Secures Client Satisfaction Guaranteed Insurance Gap GIG™

Guaranteed Insurance Solutions™ Next Training Session “Advise” Guaranteed Insurance Solutions™